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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$475K
MFGM
77
Marshall Financial Group (Maryland)
Maryland
$461K -$1.85M -23,940 -79%
APWA
78
Atlas Private Wealth Advisors
New Jersey
$441K -$223K -2,898 -33%
FP
79
Financial Perspectives
Minnesota
$437K +$71.4K +927 +19%
Comerica Bank
80
Comerica Bank
Texas
$424K +$29.8K +387 +7%
PJWM
81
Philip James Wealth Mangement
Georgia
$420K -$27.4K -355 -6%
FF
82
Financial Futures
New Jersey
$414K
KWM
83
Kaydan Wealth Management
Michigan
$399K
SC
84
Savant Capital
Illinois
$391K -$63.5K -824 -13%
GLA
85
Good Life Advisors
Pennsylvania
$376K
PI
86
PFG Investments
New York
$365K
NRI
87
NFP Retirement Inc
California
$356K
4WM
88
49 Wealth Management
Texas
$354K +$1.31K +17 +0.4%
IWM
89
IHT Wealth Management
Illinois
$350K -$4.7K -61 -1%
TSW
90
Three Seasons Wealth
Utah
$349K -$2.23K -29 -0.6%
PA
91
Procyon Advisors
Connecticut
$340K -$30.6K -397 -8%
MA
92
Mutual Advisors
Nebraska
$327K
AHC
93
Adell Harriman & Carpenter
Texas
$319K -$123K -1,600 -27%
PWS
94
Proactive Wealth Strategies
Georgia
$314K -$1.23K -16 -0.4%
Citigroup
95
Citigroup
New York
$310K -$2.93K -38 -0.9%
Creative Planning
96
Creative Planning
Kansas
$299K +$42.9K +557 +16%
EWA
97
Evolution Wealth Advisors
Florida
$296K
AA
98
Addison Advisors
Vermont
$295K
SPC
99
Sigma Planning Corp
Michigan
$289K -$7.55K -98 -2%
GT
100
Glenview Trust
Kentucky
$288K